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TOLL-FREE: |
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1-866-423-8525 |
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Need Help? It's All Here. |
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Our support staff strives in giving high level of quality support
to our customers through FAQs, tutorials, free live demos
and responding to any questions customers may have. |
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Importing Clients' Information |
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Before importing your clients into Clear Biz, you must export your clients' information first
from one of the software packages listed on the left side of the menu. |
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Follow the instructions below on how to export your clients' information into a text/CSV file. |
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Exporting Clients From MS Excel |
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STEP 1 |
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From the main menu in Excel, go to Icon > Save As > . |
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STEP 2 |
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Name file, select from drop-down list and then click . |
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STEP 3 |
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After export has been finished, click the link below to import file into Clear Biz. |
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> To import text/CSV file into Clear Biz, click here. |
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